Senior Case Manager — Life Insurance
Location: Fully Remote
Applicants must reside in AZ, FL, IN, KS, MA, MI, MN, NC, NE, NJ, NV, NY, OR, PA, TN, TX, VA, or WI.
HGI has partnered with an established life insurance distribution organization seeking a Senior Case Manager to join its growing team. Supporting independent advisory firms and their clients, this role combines hands-on case management, underwriting assessment, and direct client interaction to guide life insurance cases from initial review through policy placement.
The Senior Case Manager will serve as a client advocate, working closely with producers, advisors, underwriters, carriers, and service providers to keep cases moving and deliver a responsive, personalized experience. This opportunity is well suited for an experienced professional who can evaluate insurability, recommend appropriate carriers and rate classes, and proactively resolve underwriting and new business challenges.
Key Responsibilities
- Manage life insurance cases from initial underwriting assessment through policy delivery, including gathering underwriting evidence, preparing applications, coordinating requirements, and facilitating placement.
- Assess preliminary insurability, identify required underwriting evidence, and recommend carriers and potential rate classes, with internal underwriting support available for larger or medically complex cases.
- Communicate directly with clients and producers on behalf of partner firms, providing clear updates and coordinating with underwriters, carriers, vendors, and other involved parties.
- Build strong relationships with assigned advisory firms by understanding their needs, anticipating challenges, and providing consistent service.
- Support Broker-Dealer processing by assembling required forms, reviewing information for accuracy, coordinating submissions, and completing related recordkeeping.
- Review producer licensing and contracting to confirm authorization to solicit business.
- Collaborate with internal teams and carrier partners to resolve case issues, improve workflows, and maintain service standards.
- Support institutional business and strategic partnerships as services expand.
- Help develop training for junior case managers and contribute to process improvements, best practices, and team initiatives.
- Maintain current knowledge of carrier underwriting guidelines, policies, and business practices.
Qualifications
- Seven or more years of life insurance case management and/or underwriting experience within a brokerage or financial services firm.
- Strong knowledge of life insurance products, underwriting guidelines, medical terminology, and carrier requirements.
- Experience supporting high-net-worth clients and managing complex life insurance cases.
- Ability to review medical and financial information, make informed recommendations, and recognize when additional underwriting expertise is needed.
- Strong communication, relationship management, and organizational skills.
- Experience focused on the high-net-worth (HNW) market and efficient handling of smaller cases, variable business and assisting with Broker Dealer forms, and supporting PPLI
- A proactive, detail-oriented approach and the ability to manage multiple cases and competing priorities.
- Familiarity with Broker-Dealer requirements and producer licensing and contracting processes.
The Opportunity
Join an established organization while contributing to the growth of an expanding service team. You’ll have the opportunity to build lasting partnerships, help shape processes, and apply your case management and underwriting knowledge to a broad range of client needs.
Light travel may be required.
